matthew sigel, recovering CFA

Head of digital assets research @VanEck_us.
PM, VanEck Onchain Economy ETF ($NODE). ❌️
Disclosures

[matthew sigel, recovering CFA @matthew_sigel]

@dadrabbot @vaneck_us We already called the bottom

[matthew sigel, recovering CFA @matthew_sigel]

Bitcoin capitulation check

[matthew sigel, recovering CFA @matthew_sigel]

@BMW_bitcoin Adding

[matthew sigel, recovering CFA @matthew_sigel]

@mcagney Was educational, appreciate 🤝

[matthew sigel, recovering CFA @matthew_sigel]

Global outage with $MSFT impacting Outlook email and other services.

Makes you think.

[matthew sigel, recovering CFA @matthew_sigel]

Going after $MSFT core business

[matthew sigel, recovering CFA @matthew_sigel]

https://t.co/qj8aSmGx2j

[matthew sigel, recovering CFA @matthew_sigel]

$DPC +18%
>Revenue and EBIDTA well ahead of my numbers and the street
>2027 (!) guidances 13% higher than consensus at midpoint
>Announces largest ever partnership, "5th strategic Customer Partnership," minimum 10-year take or pay contract with extension provisions with unnamed OEM
>Covers defined annual portfolio of gas turbine blades and vanes including the world's largest
>$100M+ of annual incremental margin-accretive revenue by 2032
>Backlog +38% last 3 quarters

[matthew sigel, recovering CFA @matthew_sigel]

@EloisaPeci6mq5 pls report impersonation thanks blocked

[matthew sigel, recovering CFA @matthew_sigel]

$MSTR to be removed from MSCI indices.
Metaplanet also.
JPM has estimated ~$2.5B in index selling at end of month in response.
$MSTR -6% this morning vs. Bitcoin ETFs -2%

[matthew sigel, recovering CFA @matthew_sigel]

$FIGR +12% pre-market
>Topline +84% y/y, $283M vs. EST. $255M
>EBIDTA +91% y/y, $164M vs EST $130M)
>Both beat
>Loan marketplace +135% y/y
>Boosts buyback by $200M
>Guides volumes $6.2-6.7B at 3.1-3.4% gross take rate, implies core business +

[matthew sigel, recovering CFA @matthew_sigel]

@sanghani_vish @innovationcncl Mostly market performance. Last tx was a buy.

[matthew sigel, recovering CFA @matthew_sigel]

@sanghani_vish @innovationcncl Was buying after election day

[VanEck @vaneck_us]

Join @matthew_sigel and @mcagney tomorrow at 12:00pm ET on Spaces to discuss $FIGR earnings. Set your reminder below. https://t.co/H8buCd0OHk

[matthew sigel, recovering CFA @matthew_sigel]

Tomorrow 12:30pm ET

X Spaces AMA with $FIGR Executive Chair @mcagney and CEO @MBTannenbaum.

Link below ⬇️

[matthew sigel, recovering CFA @matthew_sigel]

Reminder link --> https://t.co/qj8aSmGx2j

[matthew sigel, recovering CFA @matthew_sigel]

@jqhary Anthropic listing first derisks the Tydal refi. Patience.

[matthew sigel, recovering CFA @matthew_sigel]

Another $GLXY insider buy: Director Douglas Deason acquired 5k shares at $13.87

$GLXY leading today +10%.

[matthew sigel, recovering CFA @matthew_sigel]

$GLXY CEO buying shares today

[matthew sigel, recovering CFA @matthew_sigel]

To any Vets on the TL, thank you for your service 🇺🇸

[matthew sigel, recovering CFA @matthew_sigel]

@BlockhouseClips $FIGR vibes now

[matthew sigel, recovering CFA @matthew_sigel]

@liaoblove520 Yes?

[matthew sigel, recovering CFA @matthew_sigel]

Reminder link --> https://t.co/qj8aSmGx2j

[matthew sigel, recovering CFA @matthew_sigel]

📅 Note
Hosting a Spaces with @mcagney on Thursday at 12:30pm ET to discuss the $FIGR earnings report.

[matthew sigel, recovering CFA @matthew_sigel]

@twocryptodogs We all have issues with these markets, so I’ll be the punching bag. Sorry you sized too big while the CEO was filing sale after sale (some at a limit) the whole way down.

[matthew sigel, recovering CFA @matthew_sigel]

Crisis management firm that condescends to potential investors who ask legitimate questions about insider selling. 👎

[Jacqueline @JacqRamsay]

@will__mcevoy @matthew_sigel This is not news, and easily discoverable. For those who are informed and familiar with the process, this type of transaction is very routine and often scheduled in advance so to suggest otherwise is speculative @matthew_sigel 👀🤔

https://t.co/MKazGQ13dV

[matthew sigel, recovering CFA @matthew_sigel]

@HenryElderBTC @JacqRamsay @will__mcevoy The related party he controls (which gets paid "consulting" fees from the listco) still owns a lot more.
Still, it is objectively unusual to sell personal shares to cover a tax liability for a related party you control. Wouldn't you agree @JacqRamsay?

[matthew sigel, recovering CFA @matthew_sigel]

Two $CYPH board members sold shares right at the pico top. What a terrible signal. Anyone know the story?